Assets by plan
Share of aggregate retirement assets
Filings through .
The Bank of Romney
EIN 55-0267603bankingLatest filing 2025
Plans
2
Retirement
2
$26.4M assets
Health & Benefits
0
Participants
168
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $26.4M assets / 168 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE BANK OF ROMNEY DEFINED BENEFIT RETIREMENT PLAN
Traditional DB
Assets$24.2M
Participants87
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE BANK OF ROMNEY 401(K) PLAN
401(k)
Assets$2.2M
Participants81
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE BANK OF ROMNEY DEFINED BENEFIT RETIREMENT PLAN | Traditional DB | $24.2M | 87 | 2025 |
| #002 | THE BANK OF ROMNEY 401(K) PLAN | 401(k) | $2.2M | 81 | 2025 |
- #001 · Traditional DB · 202587
- #002 · 401(k) · 202581
Retirement plans